+117.2%
MPC vs IONS
-44.5%
+161.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.7% | -7.4% | -8.2% |
| 7D | -10.9% | -10.6% | -0.3% | -11.9% |
| 30D | -9.4% | -7.7% | -1.7% | -10.0% |
| 3M | +26.0% | -27.1% | +53.1% | +22.8% |
| 6M | +56.5% | -46.8% | +103.3% | +50.8% |
| YTD | +144.3% | -49.2% | +193.5% | +137.8% |
| 1Y | +117.2% | -44.9% | +162.1% | +108.4% |
| All | +117.2% | -44.5% | +161.8% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling